Charlene Labrador
Client Service Associate III
Caloocan City,
Summary
Certified Client Service Associate with over 7 years of experience in insurance industry. Committed to strengthening client experiences with positivity and professionalism when answering concerns and processing transactions.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Client Service Associate III
Sun Life Of Canada Philippines Inc
04.2015 - Current
- Resolved all types of inquiries, requests and complaints in a timely, accurate, professional and courteous manner using the various Client Service Center applications/systems.
- Processed disbursement-related transactions such as loans, cash surrender value, cash withdrawal of dividends, plan terminations, endowment pay-outs received thru face-to-face transactions and thru virtual platforms.
- Assisted the manager in review of disbursement-related transactions such as loans, cash surrender value, cash withdrawal of dividends, plan terminations, endowment pay-outs
- Handled processing of payments, issuance of official receipts and accounting for collections on daily basis.
- Handled petty cash fund ensured that receipts and fund are balanced at all times.
- Coordinated with backend support unit/dept and Senior staff for requests requiring changes and adjustments in their policy/plan records.
- Prepared various pre-formatted correspondences and facilitates client’s computation requests using various worksheets within the scope.
- Trained more than 5 new-hire employees
- Lead the cashiering and collection team in the branch for 3 years
- Reviewed daily collection report of other Client Service Center branch and ensured that all transactions were accounted and no incidence of fraud.
- Conducted cross branch audit to ensure high compliance to service standards.
- Reviewed and scanned new business and conversion applications (TRAD,VUL, Mutual Fund and Preneed plan) following agreed upon guidelines/procedures using Client Center application systems and ensuring service level targets are met
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
- Participated in special projects and initiatives.
- Organized and hosted some of engagement activities.
Key Accounts Officer
Firefly Electric and Lighting Corporation (FELCO)
09.2014 - 03.2015
- Processed purchase orders of hardware clients inside malls accurately and in timely manner.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Learned new skills and applied to daily tasks to improve efficiency and productivity.
- Monitored company inventory to keep stock levels and databases updated.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Collaborated with team members to achieve target results.
On-the-Job Training
Rizal Commercial Banking Corporation (RCBC)
04.2013 - 05.2013
- Exhibited functional familiarity in bank operations.
- Facilitated the processing of new accounts.
- Supported in promoting the new product.
Education
Bachelor of Science - Finance And Treasury Management
Pamantasan Ng Lungsod Ng Maynila
Intramuros, Manila 06.2010 - 03.2014
Skills
Insurance & Financial industry knowledge
Interpersonal and negotiation skills
Customer service skills
Competent communication skills
Leadership
Event organization
Critical thinking skills
Affiliations
Life Office Management Association
Certification
Associate, Customer Service (ACS)
Timeline
Associate, Customer Service (ACS)
04-2020
Client Service Associate III
Sun Life Of Canada Philippines Inc
04.2015 - Current
Key Accounts Officer
Firefly Electric and Lighting Corporation (FELCO)
09.2014 - 03.2015
On-the-Job Training
Rizal Commercial Banking Corporation (RCBC)
04.2013 - 05.2013
Bachelor of Science - Finance And Treasury Management
Pamantasan Ng Lungsod Ng Maynila
06.2010 - 03.2014